PRESS-RELEASE ·Filed May 6, 2026
Press release · Earnings
Actionable Insight ▲ Bullish
The beat and strong cash flow are positive for short-term price action, but the cautious Q2 outlook may cap upside. Monitor Q2 results for impact of Middle East disruption and any recovery signals.
Final — all horizons settled through T+60d ⚠ clustered
TS ▼ -3.07% at T+60d
LONG call ✗ call lost -3.07% · α vs SPY -6.90% · entry $58.96 → $57.15
T+1d
+1.44%
call +1.44% · α +0.61%
$59.81
settled 6mo ago
T+5d
+7.87%
call +7.87% · α +6.37%
$63.60
settled 6mo ago
T+20d
+8.58%
call +8.58% · α +5.45%
$64.02
settled 5mo ago
T+60d
-3.07%
call -3.07% · α -6.90%
$57.15
settled 3mo ago
Price Chart
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Executive Summary
Tenaris Q1 2026 earnings beat consensus with EPS of $1.07 (ADS) vs $0.87 est (+23%) and revenue of $3.10B vs $2.99B est (+3.7%). The company reported strong free cash flow of $503M and net cash of $3.8B, but guided for a weaker Q2 due to Middle East disruptions before a recovery in H2.
Key Financial Metrics
EPS
$1.07
est $0.87 · +23.0%
Revenue
$3.1B
est $3.0B · +3.7% · +6.1% YoY
Rating
beat
Free Cash Flow
$503.2M
Gross Margin
33.9%
Key Facts
- EPS (ADS) $1.07 vs consensus $0.87, beat by 23%
- Revenue $3.10B vs consensus $2.99B, beat by 3.7%
- Free cash flow $503M; net cash $3.8B
- Share buybacks $90M in Q1
- Q2 expected to be weaker due to Middle East disruptions; H2 recovery expected
Financial Impact
EPS beat by ~23%, revenue beat by ~3.7%
revenueepscash flow
Risk Factors
- Prolonged Middle East conflict impacting shipments and margins
- Higher logistics costs and tariff uncertainty
- Potential for weaker Q2 results
Market Snapshot
Exchange
OTC
Sector
Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens)
Analyst Consensus
45% bullish (20 analysts)
Investment Themes
Materials & Mining
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3289442 |
8 reports for TS
25% Hit rate @ T+5 Went positive at some point 1 of 4 best @ T+5▲ +1.46%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 7, 2026 11w ago | 6-K | $53.04 $53.58 | ▼ −1.02% | ▼ −0.62% | $59.31 (−11.82%) |
Aug 7, 2026 11w ago | 6-K | $53.04 $53.58 | ▼ −1.02% | ▼ −0.62% | $59.31 (−11.82%) |
Aug 7, 2026 11w ago | 6-K | $53.04 $53.58 | ▼ −1.02% | ▼ −0.62% | $59.31 (−11.82%) |
Aug 5, 2026 11w ago | Press Release | $53.40 $52.62 | ▲ +1.46% | ▲ +2.67% | $59.31 (−11.07%) |
May 8, 2026 24w ago | Press Release | $61.87 $62.08 | ▲ +0.34% | ▲ +0.42% | $59.31 (−4.14%) |
May 6, 2026 24w ago | Press Release | $58.96 $63.60 | ▲ +7.87% | ▲ +6.37% | $59.31 (+0.59%) |
May 6, 2026 24w ago | Press Release | $58.96 $63.60 | ▲ +7.87% | ▲ +6.37% | $59.31 (+0.59%) |
Mar 30, 2026 30w ago | Press Release | $58.18 $58.64 | ▲ +0.79% | ▼ −3.15% | $59.31 (+1.94%) |
Showing 8 of 8
US Market Status
Market Closed — Opens in 1h 59m
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